To empower individuals to discover and live their unique life’s purpose. Through thoughtful guidance, intentional growth, and a clear path forward, we help people overcome limitations, align with their core values and personal mission, and achieve lasting health, wealth, and happiness.
I help individuals and organizations align their time, money, and energy with what matters most.
With over 32 years of experience in financial education and personal development, I bring a unique combination of military discipline, financial experience, entrepreneurial insight, and transformational training expertise.
As a U.S. Army veteran, I served two years overseas as a light infantryman and four years as a counterintelligence agent with top-secret clearance. I also served as a missionary in Brazil for the Church of Jesus Christ of Latter-Day Saints. After graduating cum laude from Snow College, I earned a degree in Business Finance from Utah State University and launched my own financial services agency.
My passion for education and empowerment led me to develop multiple training systems, eventually becoming a regional trainer for a national brokerage firm. I was honored to become a Master Facilitator licensed with the Franklin Covey Company, where I trained thousands of trainers in First Things First, What Matters Most, The 7 Habits of Highly Effective People, and The 4 Roles of Leadership.
Throughout my career, I’ve had the privilege of training more than 80,000 financial professionals in subjects ranging from debt elimination, taxes, and stock market strategies to real estate, insurance, and estate & foundation planning. I’ve authored two books—one on debt elimination and another on real estate investing—and had the opportunity to work with Robert Kiyosaki's Rich Dad franchise.
In addition to running several successful businesses, I’ve studied under Tony Robbins and integrate many of his strategies into my work to help clients accelerate their success. I’ve experienced wins, setbacks, and valuable lessons—all of which I use to shorten the learning curve for those I mentor.
To learn more about Dan Merriman, [click here].
I believe that every individual has the potential to live a fulfilling and purposeful life. My approach is centered around helping my clients cultivate self-awareness, identify their values and goals, and create actionable steps towards achieving them. I am committed to providing a safe and non-judgmental space for my clients to explore their inner world and work towards their desired outcomes.
We believe that when you're connected to your life’s true purpose, the journey becomes clearer and more fulfilling—regardless of the challenges life may bring. With aligned energy and focus, it becomes easier to pursue your desires and accomplish your personal, meaningful mission on this earth.
I offer a range of coaching services, including one-on-one coaching sessions, group coaching, workshops, and retreats. My areas of expertise include financial education, personal growth, estate planning, tax planning, foundation planning and work life balance. Contact me today to schedule a free consultation.
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